* feat: multi-tenant company refactor (GNU-19) Introduce companies table, company_members, and user_preferences to support multiple companies per user. All data scoping changes from user_id to company_id across the entire codebase. Key changes: - Database migration: new tables, company_id on 40+ tables, backfill, RLS rewrite from user_id to company-member-based, updated RPCs - Types: Company, CompanyMember, CompanyRole, UserPreferences types; company_id added to all entity interfaces; companyId on all events - Engine: all 7 core functions take companyId; storno, period, year-end services updated; 16 report generators updated - Middleware: company context resolution (cookie → prefs → first company) - API routes: ~120 routes updated with requireCompanyId() - Frontend: CompanyProvider context, layout/dashboard/onboarding updated - Extensions: context factory, 9 extensions, all lib files updated - Tests: 1880 tests passing, all helpers updated with company_id defaults Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add database migrations for multi-tenant company and team system (GNU-19) Adds company_invitations, company creation RPC, team_members, account deletion RPC, and teams table refactor migrations. Updates base multi-tenant migration with cascading FKs and onboarding_step column. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team types and update core infrastructure for multi-tenancy (GNU-19) Adds TeamRole, MemberSource, and Team types. Refactors Supabase service client to be stateless, updates middleware for team-aware routing, extends CompanyContext with team/role fields, and updates extension service types to accept companyId. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through business logic functions (GNU-19) Replaces user_id scoping with company_id across all lib modules: bookkeeping, documents, transactions, invoices, reconciliation, tax, deadlines, and import. Updates corresponding tests. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * refactor: thread company_id through API routes and extensions (GNU-19) Updates all existing API routes to extract and pass companyId. Updates enable-banking and arcim-migration extensions for company-scoped transaction ingestion and sync. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add company and team management API routes (GNU-19) Adds CRUD endpoints for company members, company invitations, team members, and team invitations. Includes invite token utilities, email templates, and company switch server action. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * feat: add team/company UI components, pages, and dashboard updates (GNU-19) Adds CompanySwitcher, ConsultantEmptyState, Step0RoleChoice, company members and team management panels. Updates dashboard layout for team-aware routing, onboarding for multi-step role choice, and auth callback for team invite acceptance. Ignores supabase/.branches/. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in import page (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: move appUrl declaration to outer scope in invite route (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add optional chaining for second company.name in members section (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: add null guards for company in extension components (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: pass companyId to executeSIEImport in arcim-migration extension (GNU-19) Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com> * fix: update tests to use companyId instead of userId and improve type handling --------- Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
205 lines
6.7 KiB
TypeScript
205 lines
6.7 KiB
TypeScript
import { createClient } from '@/lib/supabase/server'
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import { NextResponse } from 'next/server'
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import { ensureInitialized } from '@/lib/init'
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import { validateBody } from '@/lib/api/validate'
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import { DescribeTransactionSchema } from '@/lib/api/schemas'
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import { extensionRegistry } from '@/lib/extensions/registry'
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import { findMatchingTemplates, type TemplateMatch } from '@/lib/bookkeeping/booking-templates'
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import { findCounterpartyTemplate, buildMappingResultFromCounterpartyTemplate, formatCounterpartyName } from '@/lib/bookkeeping/counterparty-templates'
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import { requireCompanyId } from '@/lib/company/context'
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import type { Transaction, EntityType, VatTreatment } from '@/types'
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import type { Extension } from '@/lib/extensions/types'
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interface DescriptionAnalysisInput {
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description: string
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transactionAmount: number
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transactionDate: string
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transactionDescription: string
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merchantName: string | null
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currency: string
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entityType: EntityType
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}
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interface DescriptionAnalysisResult {
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debitAccount: string
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creditAccount: string
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vatTreatment: VatTreatment | null
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category: string
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confidence: number
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reasoning: string
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warnings: string[]
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templateId: string | null
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}
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ensureInitialized()
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async function getTemplateMatches(
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aiExt: Extension | undefined,
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transaction: Transaction,
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entityType: EntityType,
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description: string
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): Promise<TemplateMatch[]> {
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if (aiExt?.services?.findSimilarTemplates) {
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return aiExt.services.findSimilarTemplates(transaction, entityType, 10, description)
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}
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return findMatchingTemplates(transaction, entityType)
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}
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async function getAiAnalysis(
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aiExt: Extension | undefined,
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transaction: Transaction,
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entityType: EntityType,
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description: string
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): Promise<DescriptionAnalysisResult | null> {
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if (!aiExt?.services?.analyzeDescription) return null
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try {
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const input: DescriptionAnalysisInput = {
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description,
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transactionAmount: transaction.amount,
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transactionDate: transaction.date,
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transactionDescription: transaction.description,
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merchantName: transaction.merchant_name,
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currency: transaction.currency,
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entityType,
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}
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return await aiExt.services.analyzeDescription(input)
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} catch (error) {
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console.error('[describe] AI analysis failed, continuing with templates only:', error)
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return null
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}
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}
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export async function POST(
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request: Request,
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{ params }: { params: Promise<{ id: string }> }
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) {
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const supabase = await createClient()
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const { id } = await params
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const { data: { user } } = await supabase.auth.getUser()
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if (!user) {
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return NextResponse.json({ error: 'Unauthorized' }, { status: 401 })
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}
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const companyId = await requireCompanyId(supabase, user.id)
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const validation = await validateBody(request, DescribeTransactionSchema)
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if (!validation.success) return validation.response
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const { description } = validation.data
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// Fetch the transaction (validates ownership)
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const { data: transaction, error: fetchError } = await supabase
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.from('transactions')
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.select('*')
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.eq('id', id)
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.eq('company_id', companyId)
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.single()
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if (fetchError || !transaction) {
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return NextResponse.json({ error: 'Transaction not found' }, { status: 404 })
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}
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// Fetch entity type
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const { data: settings } = await supabase
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.from('company_settings')
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.select('entity_type')
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.eq('company_id', companyId)
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.single()
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const entityType: EntityType = (settings?.entity_type as EntityType) || 'enskild_firma'
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const aiExt = extensionRegistry.get('ai-categorization')
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// Run template matching, counterparty lookup, and AI analysis in parallel
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const [templates, counterpartyMatch, aiSuggestion] = await Promise.all([
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getTemplateMatches(aiExt, transaction as Transaction, entityType, description),
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findCounterpartyTemplate(supabase, user.id, transaction as Transaction),
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getAiAnalysis(aiExt, transaction as Transaction, entityType, description),
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])
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// Build counterparty suggestion if matched
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let counterpartySuggestion: {
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id: string
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counterparty_name: string
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debit_account: string
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credit_account: string
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vat_treatment: string | null
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confidence: number
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occurrence_count: number
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source: string
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line_pattern: unknown[] | null
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} | null = null
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if (counterpartyMatch) {
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const tmpl = counterpartyMatch.template
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counterpartySuggestion = {
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id: tmpl.id,
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counterparty_name: formatCounterpartyName(tmpl.counterparty_name),
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debit_account: tmpl.debit_account,
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credit_account: tmpl.credit_account,
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vat_treatment: tmpl.vat_treatment,
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line_pattern: tmpl.line_pattern ?? null,
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confidence: counterpartyMatch.confidence,
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occurrence_count: tmpl.occurrence_count,
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source: tmpl.source,
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}
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}
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// AI or counterparty match rescues weak templates
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const needsMoreDetail = (aiSuggestion || counterpartySuggestion)
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? false
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: templates.length === 0 || templates[0].confidence < 0.55
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// Count uncategorized sibling transactions from same merchant
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let batchCandidateCount = 0
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if (transaction.merchant_name) {
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const { count } = await supabase
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.from('transactions')
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.select('id', { count: 'exact', head: true })
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.eq('company_id', companyId)
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.eq('merchant_name', transaction.merchant_name)
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.is('journal_entry_id', null)
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.neq('id', id)
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batchCandidateCount = count || 0
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}
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return NextResponse.json({
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data: {
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templates: templates.map((m) => ({
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template_id: m.template.id,
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name_sv: m.template.name_sv,
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name_en: m.template.name_en,
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group: m.template.group,
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debit_account: m.template.debit_account,
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credit_account: m.template.credit_account,
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confidence: m.confidence,
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description_sv: m.template.description_sv,
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vat_rate: m.template.vat_rate,
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vat_treatment: m.template.vat_treatment,
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deductibility: m.template.deductibility,
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deductibility_note_sv: m.template.deductibility_note_sv || null,
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special_rules_sv: m.template.special_rules_sv || null,
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risk_level: m.template.risk_level,
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})),
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counterparty_match: counterpartySuggestion,
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ai_suggestion: aiSuggestion ? {
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debit_account: aiSuggestion.debitAccount,
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credit_account: aiSuggestion.creditAccount,
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vat_treatment: aiSuggestion.vatTreatment,
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category: aiSuggestion.category,
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confidence: aiSuggestion.confidence,
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reasoning: aiSuggestion.reasoning,
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warnings: aiSuggestion.warnings,
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template_id: aiSuggestion.templateId,
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} : null,
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needs_more_detail: needsMoreDetail,
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user_description: description,
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batch_candidate_count: batchCandidateCount,
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merchant_name: transaction.merchant_name,
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},
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})
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}
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